| Index | — | P/E | 23.43 | EPS (ttm) | 3.48 | Insider Own | 14.64% | Shs Outstand | 234.66M | Perf Week | -0.56% |
| Market Cap | 19.14B | Forward P/E | 10.51 | EPS next Y | 7.76 | Insider Trans | -0.03% | Shs Float | 201.01M | Perf Month | 3.85% |
| Enterprise Value | 26.27B | PEG | 2.75 | EPS next Q | 1.93 | Short Float | 2.38% | Perf Quarter | 0.60% | ||
| Income | 853.00M | P/S | 2.86 | EPS this Y | 17.73% | Short Ratio | 2.95 | Perf Half Y | 17.80% | ||
| Sales | 6.69B | P/B | 2.83 | EPS next Y | 8.62% | ROA | 4.18% | Short Interest | 4.79M | Perf YTD | -6.71% |
| Book/sh | 28.84 | P/C | 36.45 | EPS next 5Y | 8.51% | ROE | 12.60% | 52W High | 89.93 -9.32% | Perf Year | -2.50% |
| Cash/sh | 2.24 | P/FCF | 10.87 | EPS past 3/5Y | 8.30% 6.03% | ROIC | 8.04% | 52W Low | 61.40 32.82% | Perf 3Y | 64.95% |
| Dividend Est. | 1.20 (1.47%) | EV/EBITDA | 11.73 | Sales past 3/5Y | 5.89% 6.09% | Gross Margin | 48.21% | Volatility | 1.77% 2.16% | Perf 5Y | 8.75% |
| Dividend TTM | 1.11 (1.36%) | EV/Sales | 3.93 | EPS Y/Y TTM | 3.26% | Oper. Margin | 23.83% | ATR (14) | 1.88 | Perf 10Y | 153.42% |
| Dividend Ex-Date | Sep 01, 2026 | Quick Ratio | 0.78 | Sales Y/Y TTM | 8.75% | Profit Margin | 12.76% | RSI (14) | 49.33 | Recom | 2.25 |
| Dividend Gr. 3/5Y | 9.14% 14.43% | Current Ratio | 0.78 | EPS Q/Q | 13.38% | SMA20 | -1.01% | Beta | 1.03 | Target Price | 98.20 |
| Payout | 31.11% | Debt/Eq | 1.13 | Sales Q/Q | 7.78% | SMA50 | 0.26% | Rel Volume | 1.03 | Prev Close | 80.39 |
| Employees | 28,800 | LT Debt/Eq | 0.80 | Earnings | Feb 04 | SMA200 | 9.92% | Avg Volume | 1.51M | Price | 81.55 |
| IPO Date | Mar 31, 2010 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 0.75% 0.31% | Net Debt/EBITDA | 3.18 | Volume | 1,549,212 | Change | 1.44% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Oct-26-26 | Reiterated | Morgan Stanley | Equal Weight | $82 → $85 |
| Oct-21-26 | Reiterated | Jefferies | Buy | $83 → $100 |
| Sep-09-26 | Reiterated | UBS | Buy | $99 → $101 |
| Aug-31-26 | Reiterated | RBC Capital | Outperform | $92 → $101 |
| Aug-13-26 | Reiterated | UBS | Buy | $115 → $99 |
| Jul-24-26 | Reiterated | RBC Capital | Outperform | $99 → $92 |
| Jul-20-26 | Reiterated | Jefferies | Buy | $92 → $83 |
| Apr-24-26 | Reiterated | Needham | Buy | $95 → $90 |
| Apr-24-26 | Reiterated | UBS | Buy | $112 → $115 |
| Apr-24-26 | Reiterated | Morgan Stanley | Equal Weight | $86 → $78 |
SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands. SS&C's wide array of software-enabled services includes prominent platforms like SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, alongside specific services for pharmacy, healthcare administration, and health outcomes optimization. Its core software products feature tools for portfolio and investment accounting and analytics, holistic portfolio management, trading, digital process automation, and banking and lending, complemented by research, risk analysis, and training applications. Additionally, the company extends professional services, offering expert consulting and implementation support, along with dedicated product assistance. Operating on a global scale, SS&C maintains a significant footprint across the United States, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific region including Japan, Canada, and the broader Americas. Established in 1986, the company is based in Windsor, Connecticut.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 6,687 | 6,272 | 5,882 | 5,503 | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 3,462 | 3,251 | 3,018 | 2,851 | — | — | — | — | — | |
| Gross Profit | 3,224 | 3,022 | 2,864 | 2,652 | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 1,101 | 1,077 | 1,002 | 969 | — | — | — | — | — | |
| Research and Development | 531 | 508 | 518 | 474 | — | — | — | — | — | |
| Other Operating Expense | -1 | 0 | 0 | 0 | — | — | — | — | — | |
| Operating Income | 1,593 | 1,437 | 1,344 | 1,209 | — | — | — | — | — | |
| Interest Expense | 430 | 426 | 463 | 476 | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -68 | -36 | 13 | 125 | — | — | — | — | — | |
| Net Income Before Taxes | 1,094 | 975 | 894 | 858 | — | — | — | — | — | |
| Income Taxes | 241 | 176 | 132 | 249 | — | — | — | — | — | |
| Consolidated Net Income | 853 | 797 | 761 | 607 | — | — | — | — | — | |
| Net Income From Continuing Operations | 853 | 799 | 762 | 609 | — | — | — | — | — | |
| Net Income | 853 | 797 | 761 | 607 | — | — | — | — | — | |
| EPS (Recurring) | 3.57 | 3.26 | 3.09 | 2.45 | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 3.57 | 3.26 | 3.09 | 2.45 | — | — | — | — | — | |
| EPS (Diluted) | 3.48 | 3.15 | 3.00 | 2.39 | — | — | — | — | — | |
| EBITDA | 2,239 | 2,105 | 2,037 | 2,004 | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 23.43 | 27.75 | 25.26 | 25.57 | — | — | — | — | — | |
| Price To Sales Ratio | 2.87 | 3.40 | 3.17 | 2.75 | — | — | — | — | — | |
| Gross Margin | 48.21 | 48.18 | 48.69 | 48.19 | — | — | — | — | — | |
| Operating Margin | 23.82 | 22.91 | 22.85 | 21.97 | — | — | — | — | — | |
| Net Margin | 12.76 | 12.71 | 12.94 | 11.03 | — | — | — | — | — | |
| Shares Outstanding | 235 | 244 | 246 | 248 | — | — | — | — | — | |
| Market Capitalization | 19,164 | 21,330 | 18,642 | 15,155 | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Schell Brian N | EVP & CFO | Aug 15 '26 | Option Exercise | 0.00 | 40,170 | 0 | 132,249 | Aug 18 |
| ZAMKOW MICHAEL JAY | Director | May 22 '26 | Option Exercise | 30.45 | 3,000 | 91,335 | 21,404 | May 22 |
| ZAMKOW MICHAEL JAY | Director | May 22 '26 | Sale | 66.68 | 3,000 | 200,043 | 18,404 | May 22 |
| Varsano David | Director | May 20 '26 | Option Exercise | 0.00 | 2,580 | 0 | 89,004 | May 22 |
| Vanni d'Archirafi Francesco Paolo | Director | May 20 '26 | Option Exercise | 0.00 | 2,580 | 0 | 3,804 | May 22 |
| MICHAEL JONATHAN E | Director | May 20 '26 | Option Exercise | 21.29 | 8,580 | 182,670 | 82,124 | May 22 |
| ZAMKOW MICHAEL JAY | Director | May 20 '26 | Option Exercise | 16.37 | 5,580 | 91,335 | 18,824 | May 22 |
| ZAMKOW MICHAEL JAY | Director | May 20 '26 | Sale | 66.78 | 3,000 | 200,353 | 15,824 | May 22 |
| Walton Debra | Director | May 20 '26 | Option Exercise | 0.00 | 2,580 | 0 | 7,600 | May 22 |
| MICHAEL JONATHAN E | Director | May 20 '26 | Sale | 66.86 | 2,740 | 183,196 | 79,384 | May 22 |
| Conjeevaram Smita | Director | May 20 '26 | Option Exercise | 0.00 | 2,580 | 0 | 15,504 | May 22 |
| BOULANGER NORMAND A | Director | May 20 '26 | Option Exercise | 0.00 | 2,580 | 0 | 389,504 | May 22 |
| Varsano David | Director | Mar 27 '26 | Option Exercise | 30.45 | 6,000 | 182,670 | 86,424 | Mar 30 |
| Vanni d'Archirafi Francesco Paolo | Director | Mar 24 '26 | Option Exercise | 0.00 | 1,224 | 0 | 1,224 | Mar 25 |
| White Jason Douglas | SVP & General Counsel | Mar 02 '26 | Option Exercise | 0.00 | 6,585 | 0 | 63,305 | Mar 03 |